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Wood Tarver Financial Group’s Amazon AMZN Stock Holding History

Wood Tarver Financial Group’s Portfolio AMZN Stock Details AMZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.48M Buy
7,121
+229
+3% +$50.4K 0.41% 41
2025
Q4 		$1.59M Sell
6,892
-57
-0.8% -$13K 0.45% 38
2025
Q3 		$1.52M Sell
6,949
-30
-0.4% -$6.79K 0.45% 38
2025
Q2 		$1.53M Buy
6,979
+721
+12% +$143K 0.46% 37
2025
Q1 		$1.19M Buy
6,258
+289
+5% +$62.7K 0.39% 39
2024
Q4 		$1.31M Buy
+5,969
New +$1.22M 0.44% 33

Other funds holding AMZN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wood Tarver Financial Group's AMZN Position: Q1 2026 in Review

Wood Tarver Financial Group increased its Amazon (AMZN) stake by 3.3% in Q1 2026, buying an estimated $50.4K and bringing the position to 7,121 shares worth $1.48M. The position accounts for 0.41% of the portfolio, ranked #41.

Wood Tarver Financial Group first reported a position in AMZN in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.59M in Q4 2025. 5,983 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Wood Tarver Financial Group held 7,121 shares of Amazon worth $1.48M as of Q1 2026.
  • Wood Tarver Financial Group bought 229 Amazon shares in Q1 2026, an estimated $50.4K.
  • Amazon made up 0.41% of Wood Tarver Financial Group's portfolio in Q1 2026, its #41 holding.
  • Wood Tarver Financial Group first reported a position in Amazon in Q4 2024 and has held it in 6 quarters since.
  • Wood Tarver Financial Group's Amazon position peaked at $1.59M in Q4 2025.
  • 5,983 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Wood Tarver Financial Group's 13F filing for Q1 2026, filed 12 May 2026.